ESOP · DOL Form 5500 · 2024

W.M. Kelley Company, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
96
Participants Small participant base
64th
Percentile by assets National rank
$152,709
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: W.M. Kelley Company, Inc. Employee Stock Ownership Plan · Sponsored by W.M. Kelley Company, Inc. · Indiana · Manufacturing

$15M in assets, 96 participants

W.M. Kelley Company, Inc.'s W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported $15M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #9,216 in Manufacturing (17,777 peers)

W.M. Kelley Company, Inc. multi-year trail

W.M. Kelley Company, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows W.M. Kelley Company, Inc. Employee Stock Ownership Plan at $15M / 96 participants.

#9,216
in Manufacturing (17,777 peers)
+24.3%
assets growth YoY

W.M. Kelley Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,660,087 Top 36% higher than 64% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

W.M. Kelley Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.M. Kelley Company, Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported net income rose from $116K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • W.M. Kelley Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • W.M. Kelley Company, Inc. Employee Stock Ownership Plan reported participants fell from 112 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351659138 · W.M. Kelley Company, Inc. PY 2024 · ESOP

W.M. Kelley Company, Inc. Employee Stock Ownership Plan · $15M · 96 · 64th

  • BOY $15M
  • SCH 96
  • EBSA 64th
  • PART ESOP
  • TYPE near Heartland Companies, Inc. Employee Stock Ownership Plan
  • NET ind #9216

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Indiana →

W.M. Kelley Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bay Area/General Crane Service, Inc. Employee Stock Ownership PlanBay Area/General Crane Servi…$15MHeartland Companies, Inc. Employee Stock Ownership PlanHeartland Companies, Inc. Em…$15MEnvironmental Health & Engineering, Inc. Employee Stock Ownership PlanEnvironmental Health & Engin…$15MW.M. Kelley Company, Inc. Employee Stock Ownership PlanW.M. Kelley Company, Inc. Em…$15MPark Engineering Employee Stock Ownership PlanPark Engineering Employee St…$15M
End-of-year total assets ($M) among W.M. Kelley Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

W.M. Kelley Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All W.M. Kelley Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 28.29956469602557% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.5M $19.9M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 215 $16M
2023 2 229 $16M
2024 2 190 $20M

W.M. Kelley Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN351659138
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants W.M. Kelley Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014660087 · Participants: 96W.M. Kelley Company, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
W.M. Kelley Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare W.M. Kelley Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

W.M. Kelley Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Heartland Companies, Inc. Employee Stock Ownership Plan in IA ($15M); by covered participants it is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did W.M. Kelley Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
W.M. Kelley Company, Inc. Employee Stock Ownership Plan grew sharply - up 24.3% during 2024, from $12M to $15M. Reported net income was $3M.
How have W.M. Kelley Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W.M. Kelley Company, Inc.'s sponsor-wide assets grew 28.3%, from $16M to $20M.
Which ESOP plans are similar in size to W.M. Kelley Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Heartland Companies, Inc. Employee Stock Ownership Plan in IA ($15M, 39 participants).
Which ESOP plans cover a similar participant headcount to W.M. Kelley Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lester Electrical of Nebraska, Inc. Employee Stock Ownership Plan and Trust in NE (96 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351659138.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.